The Planning Center’s Partner and Senior Financial Planner John Longstaff CFP(r) featured in Kiplinger’s Personal Finance discussing estate planning mistakes that celebrities make. Read the whole
The Planning Center’s Senior Financial Planner Jude Boudreaux, CFP(r) discusses with Darla Mercado of CNBC the effects of General Electric slashing its quarterly dividend to $0.01
by Michelle Maton, CFP® & Rob Baner, CPA It is the biggest tax overall in nearly a generation. The Tax Cuts and Jobs Act of 2017
by Dr. William “Marty” Martin Life is lived in the present. Though memories take us back to the past, so do lessons learned from good and
By Cicily Maton, CFP® One day any one of us could face the sobering reality of having to choose how much—or how little—medical treatment to undergo.
by Andrew Sivertsen, CFP® Summer is over. We can either lament its loss or look forward into the future with excitement for what new opportunities lie
The Planning Center’s Financial Planner Autumn Campbell CFP®, discusses what potential homebuyers should consider before buying their first home. Read the entire article here: https://www.forbes.com/sites/kateashford/2018/10/31/firsthome/
by JJ Sessions, CFP® At church yesterday, I noticed a large basket overflowing with fresh vegetables behind a sign inviting everyone to take whatever they wanted. I
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns
Planning Center Partner/Sr. Financial Planner Andrew Sivertsen, CFP®, CeFT® discusses how free credit freezes can protect people against identity theft. Read the entire article here>>>
There’s more to being manager than a bigger salary. And it’s important that businesses take the time to train their managers to engage and empower their
Senior Financial Planner Jude Boudreaux, CFP(r) discusses realistic ways to approach retirement with Sarah Ravits of The Gambit. Read whole article here>>>
Stay informed with the latest financial insights from our experts.
ALASKA
1407 W 31st Ave.
#302
Anchorage, AK 99503
FRESNO
7473 N. Ingram Avenue
Suite 107
Fresno, CA 93711
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
NEW ORLEANS
2727 Prytania Street
Suite 18 – The Rink
New Orleans, LA 70130
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
ALASKA
1407 W 31st Ave.
#302
Anchorage, AK 99503
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7473 N. Ingram Avenue
Suite 107
Fresno, CA 93711
NEW ORLEANS
2727 Prytania Street
Suite 18 – The Rink
New Orleans, LA 70130
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
The Planning Center © 2021